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DealerTeam

Guide Users through Paths

Learn how to add the Paths guides to allow your organization to guide users through specific processes.

Goal

Learn how to add the Paths guides to allow your organization to guide users through specific processes. The Path guides are available to the following objects:

  • Accounts (Business Accounts and Person Accounts)
  • Campaigns
  • Contacts
  • Contracts
  • Leads
  • Opportunities
  • Orders
  • Quotes
  • Service Appointments
  • Work Orders
  • Work Order Line Items
  • Custom Objects

 

Attention, Users!

Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This module is designed for Lightning Experience.

 

Step One - Salesforce Trailhead

Learn how to create custom Path guides through Salesforce Trailhead. Salesforce Trailhead allows you to learn 

https://trailhead.salesforce.com/en/...selling_unit_1

Step Two - Salesforce Help Guide

Learn how to create custom Path guides through the Salesforce Help Guide.

https://help.salesforce.com/articleV...iew.htm&type=5